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Barb Lamont

← Customer Feedback for Redtail Technology

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9 results found

  1. Phone Icon

    7 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Barb Lamont shared this idea  · 

  2. Default the font of choice

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Barb Lamont shared this idea  · 

  3. Closed Accounts

    4 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Barb Lamont shared this idea  · 

  4. Change your Password

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Barb Lamont shared this idea  · 

  5. Password Not Viewable

    10 votes
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    0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Admin →
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  6. complete activities from calendar view

    107 votes
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    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Barb Lamont supported this idea  · 

  7. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    177 votes
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    21 comments  ·  Redtail Imaging » Other  ·  Admin →
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    Barb Lamont commented  · 

    Please allow us to extend the time out period. I am in and out of Imaging constantly all day long either scanning or researching images. I can't even shift gears for a short time period without imaging timing out on me. IT'S FRUSTRATING! PLEASE, PLEASE, PLEASE !!!

    Barb Lamont supported this idea  · 
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    Barb Lamont commented  · 

    Please add phone number back when hoovering over client name!

  8. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    106 votes
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    13 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Barb Lamont supported this idea  · 
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    Barb Lamont commented  · 

    I type notes all day in client's CRM files. It would be helpful if we had at least one other font color (red for example) so that if we have a very important note that needs to stand out, would could go directly to the "important red notes" rather than reading every single note until we find the one we are searching for.

  9. AUM Historical Tracker

    40 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Barb Lamont supported this idea  · 

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